GEM Asset Management, LLC
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 124332
- Registered since
- January 18, 2007
- Website
- gemasset.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.17%
- Individuals24.36%
- Charitable Organizations12.14%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
GEM Asset Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2007. The firm serves both individuals and families and institutional clients, and it acts as a capital allocator that selects third‑party managers in addition to providing in‑house portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutional clients, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other2%
Contacts
3 of 4
Steve Alexandrowski
Founder & PartnerCRD 4612834
Bradley Hoekstra
Associate AdvisorCRD 7975173
Steven Story
PartnerCRD 4782102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$200M in ETFs
39%
$76.9M
61%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $20.6M | 251,755 | 10.33% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 261 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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